As an experienced freelance reporter, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize Recommend Streak Crm for your consumer relations partnership interaction and much more so let’s get into it first of all you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete beginner it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll simply sign in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select various colors for each of the stages but I believe all of these are in fact currently developed so this is in fact quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free type a date check box fall General email e-mail tracking task calls and conferences so I don’t see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na choose this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have developed by date created followers and more so I actually wish to opt for the produced.
by or possibly the fans because I wish to keep track of my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t wish to go for these sales if I finished with tasks then I can choose the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise give it various various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have inbound appointed dealing with fixed and sound this is really respectable and we also have custom-made where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click enter so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually simple you can begin totally free by simply including the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve worked with various clients, handled multiple tasks concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the development and handle of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, improving productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to integrate with other tools and develop customized solutions.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can develop custom phases for various development phases, assign tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. offers a budget friendly and user-friendly solution that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.